Client Manager: Create and manage client’s details, user accounts and notes & view past invoices, recurring invoices and projects.
Manage Quotes, Estimates: Raise milestone & task based quotes, estimates, assign to a client and send for online acceptance. Manage Projects: Manage your project with contracts, team members, files, milestone & task lists, financials & notes. Invoice Management: Raise client invoices and link to projects. Invoices can be automated using Workflow settings. Configure recurring invoices for clients at set frequencies.